LCM

Liberty Capital Management Portfolio holdings

AUM $531M
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$997K
3
+$807K
4
SIRI icon
SiriusXM
SIRI
+$709K
5
GE icon
GE Aerospace
GE
+$296K

Top Sells

1
+$206K
2
+$155K
3
+$149K
4
FISV
Fiserv Inc
FISV
+$146K
5
NEOG icon
Neogen
NEOG
+$122K

Sector Composition

1 Healthcare 19.15%
2 Technology 15.57%
3 Consumer Discretionary 13.67%
4 Financials 12.03%
5 Consumer Staples 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$37K 0.02%
1,380
177
$37K 0.02%
350
178
$36K 0.02%
1,530
179
$35K 0.02%
840
180
$34K 0.02%
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181
$33K 0.02%
718
182
$32K 0.02%
793
183
$32K 0.02%
180
184
$30K 0.02%
500
185
$30K 0.02%
600
186
$29K 0.02%
+600
187
$29K 0.02%
249
188
$29K 0.02%
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189
$28K 0.02%
230
190
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600
191
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$26K 0.02%
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193
$26K 0.02%
825
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$25K 0.02%
660
195
$24K 0.01%
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196
$24K 0.01%
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197
$22K 0.01%
350
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200
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$20K 0.01%
300
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$19K 0.01%
221
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